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Nvidia chief sees rise of ‘sovereign AI’ infrastructure across nations, driving demand for company’s advanced chips

  • Nations including India, Japan, France and Canada are talking about investing in ‘sovereign AI capabilities’, Nvidia’s Jensen Huang said
  • A national approach to the artificial intelligence boom stands to drive an expansion of data centres that would need Nvidia’s know-how and hardware

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Nvidia Corp chief executive Jensen Huang wants to expand his company’s customer base by persuading government agencies to build their own artificial intelligence infrastructure. Image: Shutterstock
Nvidia Corp chief executive Jensen Huang said countries around the world aiming to build and run their own artificial intelligence (AI) infrastructure at home will drive up demand for his company’s products.
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Nations including India, Japan, France and Canada are talking about the importance of investing in “sovereign AI capabilities”, Huang said in an interview on Thursday with Bloomberg Television. “Their natural resource – data – should be refined and produced for their country. The recognition of sovereign AI capabilities is global”.
At the time of the interview, Huang was in Canada, which itself is home to a number of academic institutions that have significantly contributed to breakthroughs in the type of generative AI systems that power tools such as OpenAI’s popular ChatGPT.

Canada now finds itself with a growing need for the supercomputers necessary to capitalise on the work of its academics, he said.

Jensen Huang, co-founder and chief executive of Nvidia Corp, arrives at an event in Taipei, Taiwan, on January 25, 2024. Photo: Bloomberg
Jensen Huang, co-founder and chief executive of Nvidia Corp, arrives at an event in Taipei, Taiwan, on January 25, 2024. Photo: Bloomberg
Huang, who co-founded semiconductor design firm Nvidia, has been talking for months about the need for countries and their companies to keep local the precious data and intelligence that can be extracted from AI systems.
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Such a national approach to the AI boom stands to drive an expansion of data centres that would need Nvidia’s know-how and hardware.

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